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This article reviews a bullish case for CrowdStrike Holdings, Inc. (CRWD) based on insights from Lorenzo Bastianelli on Business Ontology’s Substack. As of July 18, CRWD shares traded at $475.96, with a significant year-over-year revenue increase of 20% to $1.1 billion in Q1 2025, backed by strong recurring revenue growth and a robust cash flow. The company's AI-native cybersecurity platform, Falcon, is gaining widespread adoption, contributing to high customer retention and future growth expectations. Management is optimistic about further accelerating annual recurring revenue and enhancing market reach with new AI solutions, although successful execution will be key in the upcoming quarters.
Source: YAHOO